VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Equinix, Inc. vs PepsiCo, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)
SectorReal Estate
CountryUS
Data as of2025-12-31
Moat score
66/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX analysis

PepsiCo, Inc.

PEP · Nasdaq Global Select Market

Market cap (USD)$199.4B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
72/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into PepsiCo, Inc.'s moat claims, evidence, and risks.

View PEP analysis

Comparison highlights

  • Moat score gap: PepsiCo, Inc. leads (72 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Equinix, Inc. has 3 segments; PepsiCo, Inc. has 7 segments (27% in Frito-Lay North America (FLNA)).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: Equinix, Inc. has 7 moat types across 3 domains; PepsiCo, Inc. has 4 across 2.

Primary market context

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

PepsiCo, Inc.

Frito-Lay North America (FLNA)

Market

Branded convenient foods (salty snacks, dips and adjacent categories)

Geography

United States and Canada

Customer

Retailers, convenience stores, foodservice

Role

Branded manufacturer + distributor (DSD/warehouse/distributor networks)

Revenue share

27%

Side-by-side metrics

Equinix, Inc.
PepsiCo, Inc.
Ticker / Exchange
EQIX - The Nasdaq Stock Market LLC
PEP - Nasdaq Global Select Market
Market cap (USD)
n/a
$199.4B
Sector
Real Estate
Consumer
HQ country
US
US
Primary segment
IBX Colocation & Interconnection Platform
Frito-Lay North America (FLNA)
Market structure
Oligopoly
Oligopoly
Market share
n/a
54%-58% (implied)
HHI estimate
n/a
3,530
Pricing power
n/a
Moderate
Moat score
66 / 100
72 / 100
Moat domains
Supply, Network, Demand
Supply, Demand
Last update
2025-12-31
2025-12-23

Moat coverage

Shared moat types

Brand Trust

Equinix, Inc. strengths

Physical Network DensityEcosystem ComplementsSwitching Costs GeneralCapex Knowhow ScaleCapacity MoatInteroperability Hub

PepsiCo, Inc. strengths

Distribution ControlScale Economies Unit CostScope Economies

Segment mix

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

n/a

PepsiCo, Inc. segments

Full profile >

Frito-Lay North America (FLNA)

Oligopoly

27%

Quaker Foods North America (QFNA)

Competitive

4.2%

PepsiCo Beverages North America (PBNA)

Oligopoly

19.9%

Latin America (LatAm)

Oligopoly

12.3%

Europe

Oligopoly

22.4%

Africa, Middle East and South Asia (AMESA)

Competitive

8.8%

Asia Pacific, Australia & New Zealand and China Region (APAC)

Competitive

5.5%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.